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Home > Institutional Investor > Hwg Holdings Lp > Profile

Instuitional Investor - Hwg Holdings Lp

Fund Profile
Filing Period:
Fund Name: Hwg Holdings Lp
Portfolio Value $224,268,266
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 57,352 $32,226,089 14.37%
2.
Apple Inc.
 AAPL 90,611 $20,127,421 8.97%
3.
Meta Platforms Inc.
 META 25,406 $14,643,002 6.53%
4.
Microsoft Corp
 MSFT 36,691 $13,773,257 6.14%
5.
Alphabet Inc.
 GOOGL 81,383 $12,585,067 5.61%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)